Jason Fein
Palm Harbor
Summary
Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Senior Small Business Relationship Banker
Regions Bank
11.2023 - Current
- Cultivated strong client relationships through personalized financial guidance and support.
- Facilitated account openings, closures, and transactions while ensuring compliance with banking regulations.
- Analyzed client financial needs to recommend appropriate products and services for optimal satisfaction.
- Mentored junior bankers on customer service best practices and operational efficiencies.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Multi-Unit Store Manager
Dunkin' Donuts
12.2018 - 11.2023
- Responsible for the day to day operations in regards to 6 stores in the south jersey area. The guest experience, employee experience, and the whole financial picture.
Cook
Dennys
09.2014 - 06.2018
- A Cook at Denny's is the maestro of the kitchen. You're in the driver's seat, setting the pace, keeping the kitchen ahead of the flow of business. Whether it's pancakes or steaks, great food comes from you in a timely, efficient and guest pleasing way - every time! A Denny's Cook has a "Guests First" attitude, preparing food to set recipes following brand standards for proper food temperature and presents it on a great looking plate, all while maintaining a clean and sanitary work environment. The Cook also: Honors guest requests for special orders. Correctly calls the wheel. Cleans, completes side work, and organizes supplies as required. Monitors waste and other food cost controls. Willingly assisting other team members without being asked. Provides total guest satisfaction. Greeted customers entering the store to ascertain what each customer wanted or needed.
General Manager
Dennys
04.2013 - 09.2014
- A hands on manager, flexible and adaptable to change. Time management and organizational skills were a must. Job functions Directed employees on staff on any given shift to ensure company standards of operations were met. Assisted in all employee work areas as needed, to exceed company service cycle standards. Worked dining room to regularly converse with guests to ensure excellent guest experience. Assumed equitable share of new employee orientation and training. Ensured that building and equipment were cleaned and maintained daily. Performed administrative responsibilities to include banking and postal requirements. Ensured proper staffing to achieve excellent SERVICE, FOOD, AND SANITATION while meeting manning level table requirements. Enforced standard discipline. Assisted in receiving product orders. Assisted in product ordering, employee scheduling, ensuring temperature charts, prep/pull charts and cleaning charts were completed shiftly. Attended and participated in company functions. Participated in local store marketing and community involvement.
General Manager
Dunkin Donuts
02.2009 - 03.2013
- A Dunkin' Donuts manager carries responsibility for all aspects of store operations. Key areas of responsibility include labor management, daily operations, and customer care. Labor management duties include hiring and training associates, creating work schedules, delegating work, and evaluating employee performance. To regulate daily operations, managers file paperwork, analyze weekly sales numbers, order supplies, and perform opening or closing duties. Customer care duties include greeting customers, providing prompt and helpful services, and handling customer complaints in a professional manager. Managers must ensure employees provide exceptional customer care, as well.
Associate Manager
Dennys
06.2003 - 01.2009
- As a Restaurant Manager I helped provide leadership to employees in all aspects of each shift worked in a single restaurant. The position reported to the General
Manager
United States Navy
12.1998 - 11.2002
- USS CHAMPION (MCM-4) Storekeeper 3rd class Received, stored and issued equipment, supplies, material, and tools. Procured supplies, and checked incoming items against orders. Filled requisitions for stock. Took inventory. Maintained records, including vouchers, invoices, stock cards, and requisition forms. Operated office machines. Sold merchandise in Ship's Service Stores. Handled disbursing and fiscal accounting under supervision of Supply Officer. Mess Specialist 2nd class
Education
High School Diploma -
Eastern Regional High School
Voorhees, NJ01.1997
Skills
- Cooking
- Customer service
- Time management
- Microsoft office
- Word
- Employee Evaluation
- Budgeting
- Restaurant Management
- Kitchen Experience
- Restaurant Experience
- Management
- Profit & Loss
- Catering
- Store Management Experience
- Financial Report Writing
- Event Planning
- Food Safety
- Human Resources
- Management Experience
- Food Industry
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
- Money handling
- Financial planning
- Cross-selling products
- Financial advising
- Banking
- Loans
- Business development
- Community relations
- Cash flow management
- Recordkeeping requirements
- Loan origination
- Employee motivation
- Resourcefulness
- Project management
- Persuasive communication style
- Investment advisory
- Account closings
- Customer financing
- Multitasking Abilities
- Critical thinking
- Excellent communication
- Teamwork and collaboration
- Organizational skills
- Decision-making
- Attention to detail
- Multitasking
- Account updating
- Records maintenance
- Relationship building
- Analytical thinking
- Task prioritization
- Self motivation
- Sales experience
- Adaptability and flexibility
- Effective communication
- Team collaboration
- Product knowledge
- Document processing
- Professionalism
- Goal setting
- Time management abilities
- Continuous improvement
- Adaptability
- Administrative support
- Sales strategies
- Professional demeanor
- Problem-solving aptitude
Websites
Certification
Food Handler
Military Service
- Branch: United States Navy
- Rank: E4
Timeline
Senior Small Business Relationship Banker
Regions Bank
11.2023 - Current
Multi-Unit Store Manager
Dunkin' Donuts
12.2018 - 11.2023
Cook
Dennys
09.2014 - 06.2018
General Manager
Dennys
04.2013 - 09.2014
General Manager
Dunkin Donuts
02.2009 - 03.2013
Associate Manager
Dennys
06.2003 - 01.2009
Manager
United States Navy
12.1998 - 11.2002
High School Diploma -
Eastern Regional High School